Jordan Michael Goss
Investment adviser representative at Fisher\smb
10 yearsExperience
1 stateRegistered in
$6.8BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Fisher\smbJul 2026 to now
- Fisher Retirement Solutions LLC dba Fisher\smbJul 2025 to now
- Miller Appraisal ServicesJul 2020 to Jul 2025
- UnemployedJan 2020 to Jun 2020
- Gw Investment GroupApr 2018 to Dec 2019
- Manor HomesApr 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
Fisher\smb
Legal name: Fisher Retirement Solutions LLC
$6.8BAssets managed
1,848Clients
70Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8272972
- Firm CRD
- 331205